MORNINGSTAR Overview
Morningstar Investment Services Inc. is an investment advisor that manages 6.4 BN dollars in regulatory AUM and has 55 employees, of which 7 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/09 to 03/31/23. The fund's latest filing disclosed 7BN in positions, representing 116% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/09 to 03/31/23. The fund's latest filing disclosed 7BN in positions, representing 116% of the manager's regulatory AUM.
MORNINGSTAR StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MORNINGSTAR Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BND | 8.87% | ETF | -1.56% | -0.23% | 2 | 6% | ||
| VTI | 8.43% | ETF | 2.09% | -0.05% | 1 | 15% | ||
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FEATURED IN
MORNINGSTAR Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Donald Scott Schilling | Chief Compliance Officer/Finop/Secretary | December-2000 |
| Peter John Dugery | Vice President | April-2015 |
| Daniel Needham | President | April-2015 |
| Matthew Joseph Radgowski | Executive Vice President And Treasurer | April-2015 |
| Scott Allen Wentsel | Vice President | April-2015 |
MORNINGSTAR Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
MORNINGSTAR Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
MIS constructs its Asset Allocation Series, Retirement Income Series, and ETF Strategies to achieve diversification across many asset classes to produce the long-term risk and return characteristics that are intended to be appropriate based on your goals, risk tolerance and time horizon. We do this by combining quantitative analysis and screening methods with fundamental and qualitative evaluations of investment portfolios and individual investments. MIS evaluates various combinations of securities seeking characteristics that interact in an
©2015 Morningstar Investment Services, Inc. All rights reserved. ADV2 2015-03-26
Page 6 of 11
optimal way with the goal of developing diversified portfolios that offer a long- term stable performance solution within a controlled level of risk.
Portfolios within the Focused Allo...
Get the Full Report
MIS constructs its Asset Allocation Series, Retirement Income Series, and ETF Strategies to achieve diversification across many asset classes to produce the long-term risk and return characteristics that are intended to be appropriate based on your goals, risk tolerance and time horizon. We do this by combining quantitative analysis and screening methods with fundamental and qualitative evaluations of investment portfolios and individual investments. MIS evaluates various combinations of securities seeking characteristics that interact in an
©2015 Morningstar Investment Services, Inc. All rights reserved. ADV2 2015-03-26
Page 6 of 11
optimal way with the goal of developing diversified portfolios that offer a long- term stable performance solution within a controlled level of risk.
Portfolios within the Focused Allo...
Get the Full Report
MORNINGSTAR Portfolio Concentration
MORNINGSTAR Location
22 W WASHINGTON ST
CHICAGO, Illinois
UNITED STATES, 60602-1605
CHICAGO, Illinois
UNITED STATES, 60602-1605
MORNINGSTAR Contact Information
Phone Number: 312-696-6000
Fax Number: 312-696-6630
Website: null
Fax Number: 312-696-6630
Website: null
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